Sounds like there were at least a couple scenarios where someone joked that they didn’t want to include someone, and possibly stated a reason why (still joking).
Then they added the person, who could probably read those comments
And the next time the person was inadvertently excluded from something (could have been as innocent as an email chain they were forgotten to be cc’d on), they would possibly be thinking about this
And if they weren’t doing well on their performance review, they could mention, hey, I feel like my performance is suffering because sometimes I was left off of something, and there were some jokes about excluding me, which I understand are jokes, but maybe there’s a grain of truth to those jokes.
And then hey presto you’ve got a classic workplace discrimination case. Prior to Trump, if the person happened to be a minority, the case would be even stronger… now it’s theoretically not.. but that’s beside the point.
So it’s not as bad as some other workplace stuff, but it certainly is dumber because it’s so easy to turn this against the company. this is written evidence of discussion of excluding someone with probably a jokey reason why. And, it probably wasn’t applied to all employees equally - I’m guessing not every employee inclusion had this kind of bantering applied, which would be the one saving grace is if they always made this playful response. But they probably didn’t.
I’m not saying anyone complained but HR has to think about these things. I don’t know if they handled it well - it’s very possible not - and understand it might be frustrating that they reacted in this way - but the above is probably what they were thinking.
It’s possible these 2 managers made other “jokes” that were even stupider. You never know and no one’s gonna tell you. I also doubt that these managers were that good of performers if they were demoted from one action.
In general, if you are a manager, and banter with your employees, you gotta be pretty good and not stupid about it. They are not going to tell you if they are offended in the vast majority of the cases. Bantering between equals is different. So I don’t think you need to take this as a chilling impact of verbal speech between colleagues with no higher-level/lower-level dynamic. But written words from a manager to anyone new - yeah - maybe tone it down a little.
I (double minority manager) once had someone tell me by second hand that someone (a white guy part of no minorities as far as I’m aware and an analyst) was insulted by my making a game out of by ranking people on how well they made some actuarial estimates, because I was ranking people. No consequences and no request for an apology, but I apologized anyway.